I'm playing about with PowerView at the moment and have run into a slight issue. I've got a line chart (below) but would really like to sort the legend (Keyword) depending on the latest value of the data point in the chart (currently sorts alphabetically).
Is this possible either a) within PowerView itself or b) by adding some sort of calculated column to the series table via DAX and defining that as the sort column in the underlying PowerPivot model?
In the underlying Tabular model or PowerPivot workbook sourcing data into the Power View slate, change the sorting of the Keyword with another column representing your required condition. With 2012, you have the capability of sorting columns by other columns within the model/workbook.
Related
I'll try to describe this scenario without introducing too much irrelevant info, but keeping it simple.
Using the newish Field Parameter feature in PowerBI, I created a Parameter called _Dimensions and another one called _Measures, selecting common columns in the former and common measures in the latter.
I then build a bar chart with [_Dimension Fields] for X-Axis, [_Measure Fields] for Y-axis, and a single-select slicer for each. Now when user selects a measure and a column, it draws a bar chart of their selected measure, sliced by their selected dimension.
What I'd like to do is actually make this a Pareto chart, which would entail putting in a second measure on Y-axis, but rather than having a pareto counterpart to every possible measure a user may select, I'd like to create a single measure that calculates running percent of total of [selected measure] along [selected dimension].
I was hopeful I could call the [_Dimension Fields] column that PowerBI created with its special properties from DAX, but that doesn't seem to treat them any different than any other column. I also tried NAMEOF, but that just returns a string. I was hoping it would act like INDIRECT does in Excel, treating the string as a reference, but alas.
Does the above problem statement make sense? Can anyone describe an elegant design approach to do this dynamically that does not involve just writing a version of every possible measure a user could select and then use a switch?
imagining the combo chart to look like this (pareto measure in line chart part)
edit: secondary question, but equally important to the end goal of a fully functional dynamic pareto: when user selects measure, I want the selected dimension to always be sorted desc by selected measure. This is how you do a pareto analysis, but PBI does not default to sort descending always, and each time you change the dimension (via slicer click) the chart resets sorting. Any way to ensure that the sort order is fixed correctly?
Calculation groups are the way to go and Tabular Editor is used to create these.
After much exploration, here is my solution. It's not 100% dynamic in that it requires writing custom DAX for each dimension and measure that you need to be available for dynamic use, but gets the job done for the scope of the report in question.
create field parameter from columns that I will want to dynamically use in viz: name it _Dimension
In my example, I will be using two columns from two tables: Carrier[CarrierNumber] and ShipmentLane[LaneCity]
create field parameter from measures that I will want to dynamically use in viz: name it _Measure
in my example, I have two measures I will want to be able to toggle between: Events_Late and Events_Late2. Both exist on OnTimePerformanceDetail table.
create measure to dynamically return value based on the selection of
_Measure in slicer on canvas. This seems like it should not be unnecessary with field parameter feature, but it is necessary for reasons that will be
clear if you try to do this without a custom measure.
create a pareto measure for each of the dimensions that may be
dynamically passed to viz. Each of these dynamically evaluates the base measure, but is specific to a single column for which the measure evaluates over:
create a dynamic pareto measure that chooses the correct pareto calculation based on the selection on _Dimension
create single select Slicers for _Dimension and _Measure
create combo chart, using _Dimension for X-axis, _Measure for Y-axis, and DynamicPareto for line Y-Axis. I have aliased DynamicPareto on the viz to Running% so that it shows nicely and clearly on legend
set the sort order of the chart to be ASC by Dynamic Pareto measure. This ensures that the dimension on X-axis is always sorted correctly
A few notes:
I named the dynamic pareto as "Discrete" because this only works as
designed when doing pareto on a discrete dimension, where the bars
are meant to be sorted desc by [measure]. If you are doing a
Percentile chart, which is basically the same thing, but the
dimension is sorted by dimension value instead of measure value, the
Pareto calculation needs to work slightly differently.
There are lots of Pareto measure patterns out there. I used the one
from this blog, because it's concise and performs well:
https://janizajcbi.com/2018/08/22/pareto-rule-abc-class-in-dax/
it is important that the slicers be set to single select
I discovered there is a Pareto 3rd party viz that is simple and
dynamic, but has very limited formatting features. Fine for quick
analysis, but if you have branding or formatting standards, it may
prove unusable, as in my case
in my production use case, I have a lot more dimensions and a lot
more measures that will be available. Started with just 2+2 to prove
out functionality. Just need to follow same pattern to add more
available dimensions and measures to mix.
my naming convention of * suffix is because this report is built on a
centralized data model. The * makes it easy to find measures that are
local to this report and not a base measure in the model I am
connected to.
the field parameter feature can only be used with a remote model like this if the preview feature of Use Direct Query for AAS and PBI datasets is enabled OR the field parameters are added to the base model. In my case, I'm adding the field parameters to the base model, and all of the measures here are local to the report, connected to remote model.
Adding on my previous question here: TimeSeries question
I would like to plot a unit capacity chart over a Time series (which contains a range of dates set by the user).
The chart I am trying to plot is as follows:
For each Unit Name, I have start and end date for the unit capacities, as shown in the PowerBI table as below:
4 sub questions:
How to plot these capacities over time? Maybe using some DAX functions?
Do i need the SSAS cube to solve this problem or can I do all the work inside PowerBI desktop? If not, is there a better way for example in SSRS?
Is there a way to make the x-axis time series dynamic as specified by the user?
Adding to this, after Leonard's response. After converting the OutageStartDateOrig, and OutageEndDateOrig values I tried to create the calculated column as suggested in the youtube link {enter link description here}. However, the DAX formula as shown in the video gives out a syntax error for me stating that the '.' is incorrect when specifying the range of dates. Any ideas for this? [Screenshot below]:
To create such a visual, I'd recommend an area chart (or stacked area chart) with the date on the axis, the unit name on the legend, and the capacity on the values. You could also do it as a stacked column chart too. However, then each date will be broken into discrete columns. See below image.
In terms of data manipulation, you'll need to convert the data with the date ranges you have above into a row for each individual date & unit. E.g. the first row, instead of being 11/2 to 13/2, would be expanded into 3 rows, one for each date.
You can do this in Power Query as you bring the data into Power BI Desktop, or in DAX after bringing it in. There are several solutions to this outlined in this thread (https://community.powerbi.com/t5/Desktop/Convert-date-ranges-into-list-of-dates/td-p/129418), but personally, I recommend the technique (and video) posted by MarcelBeug (https://youtu.be/QSXzhb-EwHM).
You'll also want an independent list of dates (with no gaps) to join the final date column to - otherwise your visual will skip dates when no units had capacity. By default, the chart will begin on the first date with data and end on the last date with data, so in that sense it is dynamic, but you can add a date slicer to give the end-user more control.
Area chart on top, column chart on bottom, date slicer on right filtering Jan-Mar.
I am using a external data connection to build a visualization, in the DB there are two tables I am using in my Spotfire doc. I have a main table I use to build the bulk of the visualization, but in a specific vis.
I am trying to plot a "trend line" with static values that I have put into a different table in my DB. I have built the line in Lines/Curves but it does not show up in my visualization and I am not getting an error.
Any idea what I could be doing wrong????
Trend lines are really made to by dynamic and based off the underlying data, usually through some mathematical computation. Since you are using two tables, I would use a combination chart instead. In both cases, the two tables would need what ever column you are using on your X axis, in both tables, so you can relate them.
Right Click > Switch Visualization To > Combination Chart. Then on your vertical axis, put the data from your second table. You'll need to set this up in the Series by as well. Right Click > Series > Click on New Table and change Type to Line. Lastly (or first if you want), manage relations via Edit > Data Table Properties > Relations.
I am using Qlikveiw version 10.4. I am trying to apply a threshold to Sales amounts in a table chart. Meaning, I want to display Sales above the threshold amount entered in the input box. But also keep the dimensionality of the drill down for the following drill down dimensions... Product Name>Category Name>Supplier Name. LineSalesAmount is an expression.
So I have a chart table...
Product Drilldown group as my dimensions
LineSalesAmount (expression)
Apparently in QV v11, there is a new feature added to the chart wizard called dimension limits but how do I apply this same functionality in QV 10.4?
You should be able to achieve this using set analysis.
If you create a variable called MinSalesAmount and add that to an input box, you should then be able to filter the data in the chart by using a set analysis expression like this:
SUM({<LineSalesAmount={'>$(=MinSalesAmount)'}>} LineSalesAmount)
The chart will then only display records where the LineSalesAmount is greater than the value entered in the Input Box which is mapped to the MinSalesAmount variable.
You can find extensive information on "Set Analysis" in the Qlikview Reference Manual (QlikView Reference Manual.pdf) and the online help within Qlikview.
I am reporting on data that lets say has 10 columns. Now some of my clients have data in all 10 of the columns whereas some may only use 7 or 5... you get the idea. Of course I dont want to have to build a new rdl for each possibiliy. Well in the tabular report I can hide the columns fine if no data exists by using the IsMissing property.
Well in the charts, let's say a bar graph, if there is no data for a column it will not show a bar on the graph (which is great) but all of the potential columns still show up in the series legend.
I've read that 2008 gives you that level of chart customization, but 2005 does not. Any other ideas?
I think I actually answered my own question (well, it will work for my scenario). I used the UNPIVOT function available in SQL Server 2005 to put the column data into rows. This gives me a dataset of two columns (Field and Result) with multiple rows now. Now in the SSRS chart, I just drop the Result into the data and the Field into the series and this works out great.
I'm using 2005, but I think for the bar chart that you might be able to do something like this.
Chart properties -> Data Tab -> Series Groups (edit) -> Filters -> Add the appropriate filter to remove series that you don't care about.